See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $57,574 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $35,558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,279 | $51,288-74.1% | $81,983-83.8% | $73,409-81.9% |
| Participation rate | 94.6% | 64.0%+30.6pp | 69.2%+25.4pp | 72.2%+22.4pp |
| Annual return | 28.57% | 29.48%-0.9pp | 41.31%-12.7pp | 59.29%-30.7pp |
| Employer contribution / active EE | $689 | $1,487-53.7% | $2,498-72.4% | $2,234-69.2% |
| Participant deferral / active EE | $4,481 | $2,715+65.0% | $3,722+20.4% | $3,805+17.8% |
| Admin fee / account holder | $109 | $125-12.7% | $5,664-98.1% | $158-30.7% |